Why you should consider changing your accountant and how to go about it

How do I switch my services to RCL Accountants?

The good news? Switching accountants is usually a pretty straightforward process.

We've had a meeting and you've established that RCL Accountants is a good fit for your business, we've gone through new client take on procedures (ID etc) and were good to go. But what about the previous advisors?

First, it’s a good idea to end things on a positive note with your current accountant. A simple phone call or a polite email thanking them for their support and letting them know you’ll be moving on is more than enough.

You can explain your reasons if you’d like—but unless there’s a serious issue you need to raise, it’s often better to keep it short and professional.

RCL Accountants will then get in touch with your previous accountant by sending a professional clearance letter. This is just a standard step to request your documents and check if there’s any reason why we shouldn’t take you on (usually, it’s just a formality). Oh—and if your previous accountant decides to charge you for handing over your info? Yeah, that’s a bit of a d**k move.

Think of it as one final reminder that switching was absolutely the right call. You’re moving on to better things (and hopefully fewer passive-aggressive email chains).

Finally, you’ll need to officially give us the authority to act on your behalf. This usually just means authorising RCL Accountants Ltd as agents through your government gateway using our agent ID. We will issue engagement letters as required and upon acceptance we can begin offering you the attention that you and your business deserve (Yes we know it's corny!)

Are you just a habit?

If your previous accountant treats you more like a routine than a valued client—only ever doing the bare minimum without offering new insights or advice—that’s a big red flag.

When you’re paying for professional help, you should be getting more than just “business as usual.” You deserve someone who’s proactive, offers fresh ideas, and helps you grow, not someone who just keeps things ticking over without any real value added.

If you’re feeling like your accountant’s more of a habit than a helpful partner, switching up is definitely a good move.

Do you understand what value you're getting from your current accountant?

Your accountant is the expert, and you're trusting them to take care of things you might not have the time or knowledge to handle yourself.

But if you feel like you're being dismissed every time you ask a question, that could be a red flag.

It’s your money, after all—you absolutely have the right to ask for clarification or simply stay in the loop on what’s being done.

At best, being brushed off is just plain frustrating. At worst, it might mean they’re not being fully transparent about what you’re paying for—or what you’re actually getting.

Do you feel like you're just another client?

Going with a big-name firm might promise top-tier service and expertise, but that doesn’t always mean it’s the best fit—especially if you’re a freelancer or just getting your small business off the ground.

When you're starting out, having an accountant who takes the time to get to know you makes a big difference. It means you can actually talk through your financial worries and get the support you need.

The right accountant won’t just crunch numbers—they’ll help you map out a plan, whether you're dealing with cash flow hiccups, tricky invoicing, or figuring out how to fund your next move.

And when you're navigating the early days of self-employment, that kind of tailored advice can feel like a lifeline.

Are you getting the specialist advice that your business craves?

So far, your accountant’s been great—handling your invoices, sorting your tax return, and offering solid business advice along the way.

But when something a bit out of the ordinary comes up, it might be time to look for some extra or more specialised support.

Maybe you're thinking about acquiring another business, or you need guidance on new tax or payroll rules that affect your specific industry.

In situations like these, your current accountant might not have the specialist knowledge to give you the advice you really need.